$235 Million is the total value of Cedar Brook Financial Partners, LLC's 294 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 25.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,129,000 | +25.3% | 28,241 | +15.7% | 3.88% | +20.8% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,311,000 | +37.8% | 120,546 | +28.5% | 2.26% | +32.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $4,908,000 | +58.9% | 67,526 | +46.7% | 2.09% | +53.2% |
| USMV | Buy | ISHARES TRmsci min vol etf | $4,796,000 | +6.5% | 73,111 | +4.1% | 2.04% | +2.7% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $3,411,000 | +83.2% | 94,664 | +77.3% | 1.45% | +76.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,164,000 | +67.9% | 58,851 | +53.0% | 1.34% | +61.9% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $3,063,000 | +4.3% | 24,570 | +0.0% | 1.30% | +0.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,904,000 | +19.0% | 17,750 | +9.9% | 1.23% | +14.7% |
| DLS | Buy | WISDOMTREE TRintl smcap div | $2,681,000 | +12.6% | 37,693 | +0.5% | 1.14% | +8.5% |
| SPTL | Buy | SPDR SERIES TRUSTportfolio ln tsr | $2,341,000 | +81.2% | 60,223 | +91.3% | 1.00% | +74.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,231,000 | +53.9% | 38,524 | +45.5% | 0.95% | +48.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,111,000 | +11.1% | 10,256 | +4.3% | 0.90% | +7.0% |
| CSX | Buy | CSX CORP | $2,047,000 | +5.2% | 28,295 | +0.7% | 0.87% | +1.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,047,000 | +42.0% | 17,077 | +32.2% | 0.87% | +36.8% |
| QUAL | Buy | ISHARES TRusa quality fctr | $1,845,000 | +88.8% | 18,263 | +72.7% | 0.78% | +81.9% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $1,828,000 | +10.1% | 24,530 | +8.3% | 0.78% | +6.1% |
| IXN | Buy | ISHARES TRglobal tech etf | $1,808,000 | +37.6% | 8,592 | +20.9% | 0.77% | +32.6% |
| SPYV | Buy | SPDR SERIES TRUSTprtflo s&p500 vl | $1,778,000 | +80.5% | 50,929 | +65.3% | 0.76% | +74.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,760,000 | +25.8% | 9,877 | +18.3% | 0.75% | +21.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,545,000 | +42.3% | 11,269 | +33.7% | 0.66% | +37.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,509,000 | +11.0% | 35,879 | +3.2% | 0.64% | +6.8% |
| MTUM | Buy | ISHARES TRusa momentum fct | $1,452,000 | +29.1% | 11,566 | +22.6% | 0.62% | +24.4% |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,450,000 | +45.3% | 18,045 | +37.1% | 0.62% | +40.0% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $1,415,000 | +18.4% | 24,130 | +15.3% | 0.60% | +14.0% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $1,406,000 | +12.8% | 15,007 | +6.8% | 0.60% | +8.7% |
| FTCS | Buy | FIRST TR EXCHANGE TRADED FDcap strength etf | $1,394,000 | +12.1% | 23,099 | +5.5% | 0.59% | +8.0% |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $1,361,000 | +15.5% | 14,207 | +14.3% | 0.58% | +11.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,359,000 | +32.3% | 30,560 | +19.8% | 0.58% | +27.6% |
| IYLD | Buy | ISHARES TRmrngstr inc etf | $1,343,000 | +10.4% | 52,566 | +7.9% | 0.57% | +6.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,303,000 | +33.8% | 7,863 | +24.2% | 0.55% | +28.8% |
| LOW | Buy | LOWES COS INC | $1,300,000 | +17.0% | 10,854 | +7.4% | 0.55% | +12.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,298,000 | +21.1% | 969 | +10.4% | 0.55% | +16.7% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $1,285,000 | +6.2% | 9,582 | +0.1% | 0.55% | +2.2% |
| DVYE | Buy | ISHARES INCem mkts div etf | $1,175,000 | +14.2% | 28,932 | +5.2% | 0.50% | +9.9% |
| IDV | Buy | ISHARES TRintl sel div etf | $1,121,000 | +11.7% | 33,391 | +2.3% | 0.48% | +7.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,107,000 | +19.8% | 6,074 | +9.3% | 0.47% | +15.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,057,000 | -0.1% | 15,153 | +1.2% | 0.45% | -3.9% |
| ZG | Buy | ZILLOW GROUP INCcl a | $989,000 | +63.7% | 21,625 | +5.8% | 0.42% | +57.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $962,000 | +136.4% | 14,746 | +121.4% | 0.41% | +128.5% |
| TFSL | Buy | TFS FINL CORP | $940,000 | +9.3% | 47,776 | +0.1% | 0.40% | +5.3% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $918,000 | +4.0% | 6,422 | +4.5% | 0.39% | +0.3% |
| GOAT | Buy | VANECK VECTORS ETF TRUSTmrngstr gbl wd | $908,000 | +270.6% | 29,451 | +249.1% | 0.39% | +257.4% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $886,000 | +1.3% | 15,188 | +0.5% | 0.38% | -2.3% |
| TSLA | Buy | TESLA INC | $864,000 | +87.0% | 2,065 | +7.7% | 0.37% | +79.9% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $833,000 | -5.6% | 2,422 | +2.9% | 0.35% | -9.0% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $820,000 | +153.9% | 25,987 | +135.0% | 0.35% | +145.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $806,000 | +38.5% | 2,741 | +2.4% | 0.34% | +33.5% |
| FMB | Buy | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $786,000 | +109.6% | 14,143 | +109.4% | 0.33% | +102.4% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $779,000 | +35.7% | 11,330 | +20.5% | 0.33% | +30.8% |
| DRE | Buy | DUKE REALTY CORP | $778,000 | +2.9% | 22,437 | +0.8% | 0.33% | -0.6% |
| IBMK | Buy | ISHARES TRibonds dec2022 | $740,000 | +0.3% | 28,278 | +0.2% | 0.31% | -3.4% |
| JXI | Buy | ISHARES TRglob utilits etf | $739,000 | +19.6% | 12,578 | +18.7% | 0.31% | +15.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $736,000 | +7.8% | 11,983 | +5.8% | 0.31% | +4.0% |
| IBMJ | Buy | ISHARES TRibonds dec2021 | $734,000 | 0.0% | 28,502 | +0.2% | 0.31% | -3.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $719,000 | +14.1% | 3,618 | +4.5% | 0.31% | +10.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $711,000 | +3.3% | 15,806 | +3.5% | 0.30% | -0.3% |
| MOAT | Buy | VANECK VECTORS ETF TRUSTmorningstar wide | $703,000 | +65.4% | 12,826 | +51.4% | 0.30% | +59.9% |
| XSLV | Buy | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $696,000 | +10.8% | 13,681 | +6.5% | 0.30% | +6.9% |
| FEP | Buy | FIRST TR EXCH TRD ALPHA FD Ieurope alphadex | $692,000 | +10.0% | 18,415 | +0.6% | 0.29% | +6.1% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $685,000 | +18.3% | 4,293 | +4.0% | 0.29% | +14.1% |
| IBMI | Buy | ISHARES TRibonds sep2020 | $682,000 | +0.1% | 26,715 | +0.1% | 0.29% | -3.3% |
| D | Buy | DOMINION ENERGY INC | $681,000 | +8.4% | 8,226 | +6.2% | 0.29% | +4.3% |
| ITA | Buy | ISHARES TRus aer def etf | $673,000 | -0.7% | 3,031 | +0.5% | 0.29% | -4.3% |
| HON | Buy | HONEYWELL INTL INC | $654,000 | +9.5% | 3,695 | +4.7% | 0.28% | +5.7% |
| ICVT | Buy | ISHARES TRconv bd etf | $647,000 | +17.2% | 10,325 | +8.8% | 0.28% | +13.2% |
| IBML | Buy | ISHARES TRibonds dec2023 | $620,000 | +0.3% | 24,008 | +0.1% | 0.26% | -3.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $607,000 | +9.0% | 7,495 | +9.0% | 0.26% | +4.9% |
| BAC | Buy | BANK AMER CORP | $583,000 | +38.8% | 16,564 | +14.9% | 0.25% | +34.1% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $581,000 | +38.0% | 10,438 | +28.1% | 0.25% | +32.8% |
| MOTI | Buy | VANECK VECTORS ETF TRUSTmorningstar intl | $579,000 | +5.1% | 18,069 | +0.1% | 0.25% | +1.2% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $577,000 | +7.4% | 2,472 | +1.2% | 0.24% | +3.4% |
| IYH | Buy | ISHARES TRus hlthcare etf | $571,000 | +16.8% | 2,649 | +2.5% | 0.24% | +12.5% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $553,000 | +6.8% | 36,695 | +1.0% | 0.24% | +3.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $553,000 | +10.4% | 3,143 | +0.1% | 0.24% | +6.3% |
| IGF | Buy | ISHARES TRglb infrastr etf | $532,000 | +3.1% | 11,099 | +0.0% | 0.23% | -0.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $530,000 | +11.8% | 11,817 | +1.8% | 0.22% | +7.7% |
| MA | Buy | MASTERCARD INCcl a | $515,000 | +15.5% | 1,726 | +5.1% | 0.22% | +11.2% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $507,000 | +0.2% | 20,043 | +0.3% | 0.22% | -3.6% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $500,000 | +4.4% | 9,989 | +0.8% | 0.21% | +0.5% |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $499,000 | 0.0% | 19,990 | +0.2% | 0.21% | -3.6% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $461,000 | +74.6% | 7,685 | +63.0% | 0.20% | +69.0% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $452,000 | +12.4% | 1,585 | +6.2% | 0.19% | +8.5% |
| MDT | Buy | MEDTRONIC PLC | $443,000 | +6.2% | 3,905 | +1.8% | 0.19% | +2.2% |
| MRK | Buy | MERCK & CO INC | $436,000 | +17.5% | 4,798 | +8.8% | 0.18% | +12.8% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $433,000 | +74.6% | 1,636 | +63.3% | 0.18% | +68.8% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $424,000 | -1.9% | 2,142 | +3.4% | 0.18% | -5.8% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $420,000 | – | 8,324 | +100.0% | 0.18% | – |
| JNK | Buy | SPDR SERIES TRUSTbloomberg brclys | $417,000 | +2.5% | 3,803 | +1.5% | 0.18% | -1.1% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $401,000 | +65.7% | 7,544 | +65.7% | 0.17% | +58.9% |
| FUTY | Buy | FIDELITY COVINGTON TRmsci utils index | $392,000 | +38.0% | 9,275 | +39.0% | 0.17% | +33.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $369,000 | +3.9% | 6,527 | +8.2% | 0.16% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $364,000 | -1.1% | 3,110 | +1.2% | 0.16% | -4.3% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $362,000 | +19.9% | 3,621 | +5.0% | 0.15% | +15.8% |
| VIGI | Buy | VANGUARD WHITEHALL FDS INCintl dvd etf | $359,000 | +29.1% | 4,979 | +19.4% | 0.15% | +24.4% |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $361,000 | – | 5,240 | +100.0% | 0.15% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $345,000 | – | 2,332 | +100.0% | 0.15% | – |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $337,000 | +10.1% | 5,960 | +0.6% | 0.14% | +5.9% |
| FXO | Buy | FIRST TR EXCHANGE TRADED FDfinls alphadex | $333,000 | +13.3% | 9,945 | +7.7% | 0.14% | +9.2% |
| DIVA | New | AGF INVESTMENTS TRUSTagfiq hedged div | $329,000 | – | 13,533 | +100.0% | 0.14% | – |
| C | Buy | CITIGROUP INC | $327,000 | +43.4% | 4,095 | +24.1% | 0.14% | +37.6% |
| IWR | Buy | ISHARES TRrus mid cap etf | $313,000 | +6.8% | 5,251 | +0.3% | 0.13% | +3.1% |
| MBB | Buy | ISHARES TRmbs etf | $312,000 | +36.8% | 2,889 | +37.3% | 0.13% | +31.7% |
| SO | New | SOUTHERN CO | $310,000 | – | 4,859 | +100.0% | 0.13% | – |
| KXI | New | ISHARES TRglb cnsm stp etf | $308,000 | – | 5,555 | +100.0% | 0.13% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $309,000 | +16.2% | 3,635 | +3.9% | 0.13% | +12.0% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $309,000 | +6.9% | 2,058 | +0.9% | 0.13% | +3.1% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $304,000 | +10.5% | 6,463 | +0.5% | 0.13% | +6.6% |
| A | Buy | AGILENT TECHNOLOGIES INC | $303,000 | +13.1% | 3,548 | +1.4% | 0.13% | +9.3% |
| BMY | New | BRISTOL MYERS SQUIBB CO | $297,000 | – | 4,631 | +100.0% | 0.13% | – |
| BOND | Buy | PIMCO ETF TRactive bd etf | $289,000 | +4.3% | 2,677 | +5.2% | 0.12% | +0.8% |
| ADBE | Buy | ADOBE INC | $281,000 | +27.7% | 853 | +7.2% | 0.12% | +22.7% |
| LVS | New | LAS VEGAS SANDS CORP | $277,000 | – | 4,011 | +100.0% | 0.12% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $274,000 | +11.4% | 1,281 | +0.2% | 0.12% | +7.4% |
| XMLV | New | INVESCO EXCHNG TRADED FD TRs&p midcp low | $272,000 | – | 5,064 | +100.0% | 0.12% | – |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $272,000 | +24.8% | 2,446 | +14.4% | 0.12% | +20.8% |
| VYMI | Buy | VANGUARD WHITEHALL FDS INCintl high etf | $268,000 | +8.9% | 4,208 | +1.7% | 0.11% | +5.6% |
| CLF | Buy | CLEVELAND CLIFFS INC | $266,000 | +17.7% | 31,661 | +1.2% | 0.11% | +13.0% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $263,000 | – | 542 | +100.0% | 0.11% | – |
| KO | Buy | COCA COLA CO | $264,000 | +9.1% | 4,761 | +7.1% | 0.11% | +4.7% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $261,000 | +20.8% | 3,097 | +6.1% | 0.11% | +16.8% |
| ABT | Buy | ABBOTT LABS | $261,000 | +7.0% | 3,006 | +2.9% | 0.11% | +2.8% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $260,000 | – | 6,091 | +100.0% | 0.11% | – |
| CFA | Buy | VICTORY PORTFOLIOS II | $260,000 | +7.0% | 4,602 | +0.3% | 0.11% | +2.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $254,000 | +11.9% | 1,104 | +7.5% | 0.11% | +8.0% |
| JPEM | New | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $251,000 | – | 4,402 | +100.0% | 0.11% | – |
| LGLV | New | SPDR SERIES TRUSTssga us lrg etf | $250,000 | – | 2,186 | +100.0% | 0.11% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $242,000 | – | 1,601 | +100.0% | 0.10% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $239,000 | – | 4,467 | +100.0% | 0.10% | – |
| IXC | Buy | ISHARES TRglobal energ etf | $241,000 | +7.6% | 7,828 | +7.0% | 0.10% | +3.0% |
| SMLF | Buy | ISHARES TRmultifactor usa | $238,000 | +7.7% | 5,549 | +0.3% | 0.10% | +4.1% |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $232,000 | +0.4% | 2,331 | +0.7% | 0.10% | -2.9% |
| RDVY | New | FIRST TR EXCHANGE TRADED FDrisng divd achiv | $232,000 | – | 6,468 | +100.0% | 0.10% | – |
| TDG | New | TRANSDIGM GROUP INC | $228,000 | – | 407 | +100.0% | 0.10% | – |
| RGLD | Buy | ROYAL GOLD INC | $226,000 | +6.1% | 1,851 | +6.9% | 0.10% | +2.1% |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $226,000 | – | 9,564 | +100.0% | 0.10% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $223,000 | – | 2,356 | +100.0% | 0.10% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $216,000 | – | 3,421 | +100.0% | 0.09% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $213,000 | – | 2,325 | +100.0% | 0.09% | – |
| SMMV | Buy | ISHARES TRedge msci minm | $215,000 | +3.4% | 6,063 | +0.1% | 0.09% | -1.1% |
| IHF | New | ISHARES TRus hlthcr pr etf | $211,000 | – | 1,049 | +100.0% | 0.09% | – |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $211,000 | +3.9% | 1,310 | +1.2% | 0.09% | 0.0% |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $211,000 | – | 4,315 | +100.0% | 0.09% | – |
| JDIV | New | JP MORGAN EXCHANGE TRADED FDus dividend | $211,000 | – | 7,544 | +100.0% | 0.09% | – |
| MO | New | ALTRIA GROUP INC | $209,000 | – | 4,187 | +100.0% | 0.09% | – |
| SPGI | New | S&P GLOBAL INC | $210,000 | – | 769 | +100.0% | 0.09% | – |
| PYPL | New | PAYPAL HLDGS INC | $210,000 | – | 1,937 | +100.0% | 0.09% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $209,000 | – | 3,524 | +100.0% | 0.09% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $204,000 | – | 4,522 | +100.0% | 0.09% | – |
| VLUE | New | ISHARES TRedge msci usa vl | $203,000 | – | 2,262 | +100.0% | 0.09% | – |
| BGCP | Buy | BGC PARTNERS INCcl a | $172,000 | +11.0% | 28,961 | +2.6% | 0.07% | +7.4% |
| RQI | Buy | COHEN & STEERS QUALITY RLTY | $169,000 | -6.1% | 11,350 | +0.1% | 0.07% | -8.9% |
| VER | New | VEREIT INC | $98,000 | – | 10,561 | +100.0% | 0.04% | – |
| RIG | Buy | TRANSOCEAN LTD | $77,000 | +60.4% | 11,215 | +4.7% | 0.03% | +57.1% |
| LTS | Buy | LADENBURG THALMAN FIN SVCS I | $44,000 | +46.7% | 12,776 | +0.5% | 0.02% | +46.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 5.0% |
| ISHARES TR | 20 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.8% |
| INVESCO QQQ TR | 20 | Q3 2023 | 2.3% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 2.4% |
| AMAZON COM INC | 20 | Q3 2023 | 2.3% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 20 | Q3 2023 | 1.6% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.3% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 2.4% |
View Cedar Brook Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-05 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2023-01-03 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-06 |
| 13F-HR | 2022-01-27 |
View Cedar Brook Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.